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Capital Market Outlook

February 22, 2021

IN THIS ISSUE

  • Macro Strategy — Reflation Assets Benefit From Surge In Money Supply And Brewing Inflation Concerns: Views about the inflation outlook have started to diverge widely.
  • Global Market View — Cash Buildup And Deployment For U.S. Corporations: Given the current improving economic backdrop, the time might be right for companies to normalize or increase the usages of their cash.
  • Thought of the Week — Big Spenders: A Look At Research And Development: We continue to be overweight both the Technology and Healthcare sectors, which include many leaders in research and development.

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